Purchases and Sales Made in Q4 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q4 2024. The information is specifically focused on institutions that hold shares of Salesforce, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-438- 2.08% |
$119K - $161K
|
20.6K
$5.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-443- 6.67% |
$120K - $163K
|
6.2K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-443- 5.76% |
$120K - $163K
|
7.25K
$1.88M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-445- 2.04% |
$121K - $164K
|
21.3K
$5.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-445- 27.02% |
$121K - $164K
|
1.2K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-449- 8.48% |
$122K - $165K
|
4.85K
$1.26M
|
|
|
Feb 07, 2025
Q4 2024
|
Essex Investment Management CO LLC
Boston, MA |
SELL
|
- |
-452- 2.01% |
$122K - $166K
|
22K
$5.72M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-454- 4.01% |
$123K - $167K
|
10.9K
$2.83M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-461- 2.21% |
$125K - $170K
|
20.4K
$5.3M
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-464- 0.83% |
$126K - $171K
|
55.4K
$14.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-465- 0.26% |
$126K - $171K
|
176K
$45.7M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-472- 8.77% |
$128K - $174K
|
4.91K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-475- 9.85% |
$129K - $175K
|
4.35K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-475- 54.41% |
$129K - $175K
|
398
$103K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-486- 11.33% |
$132K - $179K
|
3.8K
$989K
|
|
|
Feb 14, 2025
Q4 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-488- 1.95% |
$132K - $180K
|
24.5K
$6.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
SELL
|
- |
-490- 6.64% |
$133K - $180K
|
6.89K
$1.79M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-500- 5.09% |
$135K - $184K
|
9.32K
$2.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-504- 33.38% |
$137K - $185K
|
1.01K
$261K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-508- 10.86% |
$138K - $187K
|
4.17K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-511- 3.23% |
$138K - $188K
|
15.3K
$3.98M
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-515- 6.63% |
$139K - $189K
|
7.26K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-520- 12.18% |
$141K - $191K
|
3.75K
$974K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-521- 2.71% |
$141K - $192K
|
18.7K
$4.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-526- 11.55% |
$142K - $193K
|
4.03K
$1.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-527- 9.67% |
$143K - $194K
|
4.92K
$1.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-541- 8.76% |
$147K - $199K
|
5.63K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-542- 6.35% |
$147K - $199K
|
8K
$2.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-542- 1.09% |
$147K - $199K
|
49.1K
$12.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-545- 10.82% |
$148K - $200K
|
4.49K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-563- 0.9% |
$152K - $207K
|
62K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-563- 1.37% |
$152K - $207K
|
40.6K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-565- 11.97% |
$153K - $208K
|
4.16K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-569- 0.91% |
$154K - $209K
|
62.1K
$16.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-571- 15.44% |
$155K - $210K
|
3.13K
$812K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-574- 18.61% |
$155K - $211K
|
2.51K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-576- 6.47% |
$156K - $212K
|
8.32K
$2.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-579- 6.17% |
$157K - $213K
|
8.81K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Martingale Asset Management L P
Boston, MA |
SELL
|
- |
-587- 0.84% |
$159K - $216K
|
69.4K
$18M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-589- 8.9% |
$160K - $217K
|
6.03K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Aldebaran Financial Inc.
|
SELL
|
- |
-590- 12.46% |
$160K - $217K
|
4.15K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
SELL
|
- |
-596- 1.36% |
$161K - $219K
|
43.3K
$11.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-600- 2.71% |
$163K - $221K
|
21.6K
$5.6M
|
|
|
Feb 14, 2025
Q4 2024
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-600- 3.71% |
$163K - $221K
|
15.6K
$4.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-601- 0.21% |
$163K - $221K
|
287K
$74.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-604- 4.61% |
$164K - $222K
|
12.5K
$3.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-606- 5.34% |
$164K - $223K
|
10.8K
$2.79M
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-624- 9.01% |
$169K - $230K
|
6.3K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-627- 9.55% |
$170K - $231K
|
5.94K
$1.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-639- 6.45% |
$173K - $235K
|
9.26K
$2.41M
|